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Signal Properties Overview

Signals contain rich metadata including:
  • Signal type and category
  • Source information
  • Timestamp and context
  • Customer data
  • Priority and severity
  • Custom attributes

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Core Properties

Basic Properties

Essential signal information

Extended Properties

Additional context and metadata

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Property Categories

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Standard Properties

  • Signal ID
  • Creation date
  • Last modified
  • Source type
  • Status

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Metadata Properties

  • Customer details
  • Product context
  • Team assignments
  • Related signals
  • Historical data

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Filtering Capabilities

1

Basic Filters

Filter by standard properties
2

Advanced Filters

Combine multiple criteria
3

Custom Filters

Create saved filter sets
4

Dynamic Filters

Real-time filtering rules

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Filter Types

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Custom Properties

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Property Types

  • Text fields
  • Numbers
  • Dates
  • Dropdowns
  • Checkboxes
  • Multi-select

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Property Rules

  • Validation rules
  • Default values
  • Required fields
  • Conditional logic
Custom properties should be carefully planned to maintain data consistency.

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Filter Management

Saved Filters

Store frequently used filters

Filter Sharing

Share filters with team members

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Advanced Filtering

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Boolean Logic

  • AND/OR operators
  • NOT conditions
  • Nested filters
  • Group conditions

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Dynamic Filters

  • Real-time updates
  • Conditional display
  • Auto-refresh
  • Smart filtering
Complex filters can be saved as views for quick access.

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Property Management

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Property Settings

  • Field type
  • Display format
  • Default value
  • Validation rules

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Property Organization

  • Group related fields
  • Set display order
  • Configure visibility
  • Manage dependencies

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Best Practices

1

Plan Properties

Define essential signal attributes
2

Create Filters

Build effective filter combinations
3

Test & Refine

Verify filter accuracy
4

Document

Maintain clear documentation

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Views & Layouts

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Predefined Views

  • All signals
  • High priority
  • Recent activity
  • Team assignments

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Custom Views

  • Saved filters
  • Column layouts
  • Sort orders
  • Grouping rules
Create different views for different team roles and use cases.

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Integration Options

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Data Export

  • CSV export
  • API access
  • Webhook triggers
  • Report generation
  • Export filtered signals to folders for document generation

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Connected Systems

  • CRM integration
  • Project tracking
  • Analytics tools
  • Team notifications
  • Folders and dashboards (for organization, sharing, and visualization)

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Troubleshooting

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Performance Considerations

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Filter Optimization

  • Index key properties
  • Cache common filters
  • Limit complex queries
  • Batch updates

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Property Optimization

  • Minimize custom fields
  • Use appropriate types
  • Regular cleanup
  • Archive old data
Regular monitoring and optimization ensure efficient signal filtering and management.